About the role
Job Family: Sales Support & Administration Travel Required: Up to 10% Clearance Required: None What You Will Do: The Associate Director of Sales Insights & Analytics will develop and direct sales data analysis functions to deliver reporting and tools. As a senior member of the Growth Team, you will ensure sales data is accurately captured, analyzed, and presented to support strategic decision-making, drive growth, and enhance sales effectiveness. Tasks include: Serve as a strategic partner to Finance, Sales, Marketing, and Practice Leadership to understand business needs and sales reporting & analysis
requirements Provide actionable insights and recommendations based on sales performance trends Manage and prepare monthly Board and Senior Leadership reporting package integrating data from CRM, financial systems, and practice-level projections Ensure data accuracy and integrity across all reporting platforms Collaborate with Finance and the Growth Office to align sales forecasts with revenue and gross margin targets Ensure effective use of CRM and other sales tools to inform decision-making and drive revenue Identify opportunities to streamline sales reporting processes and automate recurring tasks Design, build, and maintain dashboards and reports that track key sales metrics (e.g., revenue, pipeline, conversion rates, quota attainment) Establish and enforce data governance standards for sales reporting Drive improvement in sales forecasting accuracy and planning Identify and implement improvements in sales reporting workflows and tools to enhance efficiency and scalability Lead initiatives to standardize sales KPIs and reporting formats across practices and geographies What You Will Need: Bachelor’s degree Minimum of 8 Years of Experience: Direct and proven experience in a similarly structured role preferably within a professional services or consulting firm. Good understanding of sales concepts and experience tracking data throughout the sales cycle from opportunity to revenue Proficiency in data visualization tools (e.g., Tableau, Power BI) and CRM platforms (e.g., Salesforce, MS Dynamics) Strong analytical skills with the ability to interpret complex data sets Excellent communication and presentation skills Exceptional analytical, communication, and stakeholder management skills Experience working in a large, matrixed organization is a plus What Would Be